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Pastimes : The Justa and Lars Honors Bob Brinker Investment Club Thread -- Ignore unavailable to you. Want to Upgrade?

To: Investor2 who wrote (1226)	6/2/2001 6:49:24 PM
From: marc ultra	Read Replies (4) \| Respond to of 10065

OT: I2, re<<<<Based on the price of ENMD, can I assume that the cancer drugs are not as promising as initially thought?> Absolutely not. If someone thought it was a given that in a Phase 1 safety trial where the Endostatin and Angiostatin were given in a daily IV bolus dose, and expected to see rapid and prolonged shrinkage and disappearance of heavily pretreated tumors in terminal patients than yes, they would have been disappointed. Without going into detail the trial of Endostatin in fact showed a dose related decrease of angiogenic actitviy was occuring. Early use of giving ES in a continuous infusion pump is now going on in a few patients who are apparently doing well but were not reported on at the ASCO(American Society of Clinical Oncologists) meeting. There is also another ENMD drug called Panzem which is showing promise in early clinical trials in advanced metastatic breast cancer but was somewhat overlooked by the hullabaloo over ES and angiostatin. The NYT article from 1998 about the spectacular mice results including a dinner party quote from Nobel prize winner James Watson of co-discovering the structure of DNA fame that "Judah Folkman is going to cure cancer in 2 years" led to some extreme expectations in many who did not even appreciate the fact that ES was given in the human trials in a way that would likely not even have great results in the mice. Bottom line is Phase 2 trials will start soon and it is likely various methods of administration and using these drugs in combination will be needed to show just how well these and similar drugs will end up. The clinicians and the discoverers of the drugs are very pleased over the results so far. I'm still very bullish on ENMD. Anyway probably enough said by me on this board on this topic Marc